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[Pharmaceutical Network Industry News] As of the end of June 2022, there are 8 domestic PD-1 products that have been approved for marketing in the domestic market, namely Ketanil (Cadunilimumab Injection) and Annix of Kangfang Pharmaceutical.
Ke (piamplimumab injection), Fuhong Henlius’ Hans-shaped (slulimumab injection), Yuheng Bio’s Yutuo (sepalimumab injection).
.
.
At present, with the With the release of semi-annual reports by major pharmaceutical companies, many companies that have PD-1 products on sale have also disclosed the sales transcripts of related products
.
For example, on August 30, BeiGene announced its A-share semi-annual results in 2022
.
The financial report shows that in the first half of the year, the company achieved revenue of 4.
21 billion yuan
.
Among them, product sales accelerated, accounting for nearly 90% of revenue, reaching 3.
68 billion yuan, an increase of 132.
2% compared with the same period last year, and commercialization performance increased significantly
.
It is understood that BeiGene's commercialization results benefit from the strong market competitiveness of core self-developed drugs
.
In the first half of 2022, the company's self-developed new-generation BTK inhibitor Baiyueze® (zanubrutinib) has been approved for marketing in more than 50 countries and regions around the world, with global sales reaching 1.
514 billion yuan, a year-on-year increase of 262.
9 percent.
%
.
Among them, during the reporting period, the sales of Baiyueze® in the United States increased by 504.
5% year-on-year, reaching 1.
015 billion yuan
.
Another core self-developed drug, PD-1 monoclonal antibody Baizean® (Tislelizumab), has also achieved outstanding sales performance due to its own differentiated competitiveness and wide-ranging indication expansion
.
In the second quarter of 2022, the sales of Baizean® increased by 20% compared with the first quarter.
In the first half of the year, the sales of Baizean® in China reached 1.
251 billion yuan, a year-on-year increase of 56.
3%.
outstanding performance in the market competition
.
It is worth mentioning that on August 31, at the BeiGene performance communication meeting, Wu Xiaobin, the company's president, chief operating officer and general manager of China, also said that after the expansion of medical insurance reimbursement, it has brought new patient demand and continued.
Improve the market penetration rate of Baizean in approved indications
.
The company expects that revenue is expected to maintain a good growth trend
.
On the evening of August 30, Junshi Bio released its 2022 semi-annual report
.
Although the company's net profit in the first half of 2022 was affected by the epidemic, the company's net profit lost 912 million yuan, but the domestic sales of toripalimab have gradually recovered and began to enter a positive cycle
.
Data show that in the first half of the year, the sales revenue of toripalimab in the domestic market was about 298 million yuan
.
Among them, the sales revenue in the first quarter increased by about 212% from the fourth quarter of 2021
.
Sales revenue in the second quarter still increased by about 70% from the first quarter
.
As of the end of June, the commercialization team of Junshi Biotechnology exceeded 1,100 people
.
It is understood that Guosheng Securities released a research report on August 31 saying that it gave Junshi Bio (688180.
SH, latest price: 53.
02 yuan) a buy rating.
The main reasons include the improvement of PD-1 sales and the gradual introduction of innovation and internationalization.
Auspicious conditions
.
On August 23, Kangfang Bio released its interim results: the company's world-first new PD-1/CTLA-4 dual-antibody drug (Cadonilimumab Injection, trade name: Ketanil®) was successfully approved for marketing.
The world's first approved tumor dual immune checkpoint dual antibody
.
According to feedback from the terminal market, the clinical demand for the drug is strong, and the company disclosed information on receipt of nearly 100 million yuan in advance payments in early July
.
In addition, the PD-1 monoclonal antibody Pianpuli, which was approved by Kangfang Bio in the fourth quarter of 2021, still achieved good performance in the first half of the year, with product sales of about 300 million yuan in the first half of the year
.
Kangfang Bio has become a company with 3 (including 1 externally licensed PD-1 monoclonal antibody) 1.
1 completely independently developed new drugs that have successfully entered commercialization
.
On August 18, Henlius announced its 2022 interim results.
In the first half of the year, it achieved an operating income of about 1.
2894 billion yuan, an increase of about 103.
5% over the same period last year
.
Among them, Henlius’ H drug PD-1 slulimumab is the first self-developed innovative product approved for marketing by Henlius.
It was approved in March this year and will achieve sales revenue of approximately 100% by the end of June 2022.
76.
9 million yuan, the company plans to submit a registration application for combined chemotherapy for the first-line treatment of esophageal squamous cell carcinoma in the second half of 2022
.
It can be seen from the above that the sales of PD-1 products of major pharmaceutical companies are different, which fully shows that the competition in the PD-1 field is continuing to intensify, and the gap between companies with different commercialization capabilities is gradually widening
.
The industry expects that with the continuous listing of Guocai PD-1 products, the "involution" of related pharmaceutical companies will continue to intensify
.
It is understood that in order to avoid involution and expand the market, more and more companies are targeting overseas
.
It is reported that companies such as Innovent Bio, Junshi Bio, Kangfang Bio, and BeiGene have already submitted BLA (biological product license applications) for PD-1 antibody drugs to the FDA (US Food and Drug Administration)
.
On April 13 this year, Junshi Bio also announced that toripalimab, an anti-PD-1 monoclonal antibody independently developed by the company for the treatment of small cell lung cancer (SCLC), has been approved by the U.
S.
Food and Drug Administration (FDA).
orphan drug designation granted by the FDA
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
Ke (piamplimumab injection), Fuhong Henlius’ Hans-shaped (slulimumab injection), Yuheng Bio’s Yutuo (sepalimumab injection).
.
.
At present, with the With the release of semi-annual reports by major pharmaceutical companies, many companies that have PD-1 products on sale have also disclosed the sales transcripts of related products
.
For example, on August 30, BeiGene announced its A-share semi-annual results in 2022
.
The financial report shows that in the first half of the year, the company achieved revenue of 4.
21 billion yuan
.
Among them, product sales accelerated, accounting for nearly 90% of revenue, reaching 3.
68 billion yuan, an increase of 132.
2% compared with the same period last year, and commercialization performance increased significantly
.
It is understood that BeiGene's commercialization results benefit from the strong market competitiveness of core self-developed drugs
.
In the first half of 2022, the company's self-developed new-generation BTK inhibitor Baiyueze® (zanubrutinib) has been approved for marketing in more than 50 countries and regions around the world, with global sales reaching 1.
514 billion yuan, a year-on-year increase of 262.
9 percent.
%
.
Among them, during the reporting period, the sales of Baiyueze® in the United States increased by 504.
5% year-on-year, reaching 1.
015 billion yuan
.
Another core self-developed drug, PD-1 monoclonal antibody Baizean® (Tislelizumab), has also achieved outstanding sales performance due to its own differentiated competitiveness and wide-ranging indication expansion
.
In the second quarter of 2022, the sales of Baizean® increased by 20% compared with the first quarter.
In the first half of the year, the sales of Baizean® in China reached 1.
251 billion yuan, a year-on-year increase of 56.
3%.
outstanding performance in the market competition
.
It is worth mentioning that on August 31, at the BeiGene performance communication meeting, Wu Xiaobin, the company's president, chief operating officer and general manager of China, also said that after the expansion of medical insurance reimbursement, it has brought new patient demand and continued.
Improve the market penetration rate of Baizean in approved indications
.
The company expects that revenue is expected to maintain a good growth trend
.
On the evening of August 30, Junshi Bio released its 2022 semi-annual report
.
Although the company's net profit in the first half of 2022 was affected by the epidemic, the company's net profit lost 912 million yuan, but the domestic sales of toripalimab have gradually recovered and began to enter a positive cycle
.
Data show that in the first half of the year, the sales revenue of toripalimab in the domestic market was about 298 million yuan
.
Among them, the sales revenue in the first quarter increased by about 212% from the fourth quarter of 2021
.
Sales revenue in the second quarter still increased by about 70% from the first quarter
.
As of the end of June, the commercialization team of Junshi Biotechnology exceeded 1,100 people
.
It is understood that Guosheng Securities released a research report on August 31 saying that it gave Junshi Bio (688180.
SH, latest price: 53.
02 yuan) a buy rating.
The main reasons include the improvement of PD-1 sales and the gradual introduction of innovation and internationalization.
Auspicious conditions
.
On August 23, Kangfang Bio released its interim results: the company's world-first new PD-1/CTLA-4 dual-antibody drug (Cadonilimumab Injection, trade name: Ketanil®) was successfully approved for marketing.
The world's first approved tumor dual immune checkpoint dual antibody
.
According to feedback from the terminal market, the clinical demand for the drug is strong, and the company disclosed information on receipt of nearly 100 million yuan in advance payments in early July
.
In addition, the PD-1 monoclonal antibody Pianpuli, which was approved by Kangfang Bio in the fourth quarter of 2021, still achieved good performance in the first half of the year, with product sales of about 300 million yuan in the first half of the year
.
Kangfang Bio has become a company with 3 (including 1 externally licensed PD-1 monoclonal antibody) 1.
1 completely independently developed new drugs that have successfully entered commercialization
.
On August 18, Henlius announced its 2022 interim results.
In the first half of the year, it achieved an operating income of about 1.
2894 billion yuan, an increase of about 103.
5% over the same period last year
.
Among them, Henlius’ H drug PD-1 slulimumab is the first self-developed innovative product approved for marketing by Henlius.
It was approved in March this year and will achieve sales revenue of approximately 100% by the end of June 2022.
76.
9 million yuan, the company plans to submit a registration application for combined chemotherapy for the first-line treatment of esophageal squamous cell carcinoma in the second half of 2022
.
It can be seen from the above that the sales of PD-1 products of major pharmaceutical companies are different, which fully shows that the competition in the PD-1 field is continuing to intensify, and the gap between companies with different commercialization capabilities is gradually widening
.
The industry expects that with the continuous listing of Guocai PD-1 products, the "involution" of related pharmaceutical companies will continue to intensify
.
It is understood that in order to avoid involution and expand the market, more and more companies are targeting overseas
.
It is reported that companies such as Innovent Bio, Junshi Bio, Kangfang Bio, and BeiGene have already submitted BLA (biological product license applications) for PD-1 antibody drugs to the FDA (US Food and Drug Administration)
.
On April 13 this year, Junshi Bio also announced that toripalimab, an anti-PD-1 monoclonal antibody independently developed by the company for the treatment of small cell lung cancer (SCLC), has been approved by the U.
S.
Food and Drug Administration (FDA).
orphan drug designation granted by the FDA
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
